CRM
Know every contact before the call.
Their background, what they can afford, every past call, the objections they raised and the next step, on one record your whole team shares.
Closers walk into calls cold.
The context is spread across a CRM, a calendar, old recordings and someone’s notes, so the first ten minutes go on questions you already had answers to.
See it in Cosella. Everything about a contact, on one record.
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The pre-call brief: background, what they watched and the objection to expect.
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Every contact with its source, last call and owner.
Every completed call, with its outcome and deal value.
What you get
What CRM does for your team
Research in seconds
Cosella looks up each contact before the call: their company, their role, and what they can afford, from Cosella’s financial intelligence.
Every call remembered
Summaries, objections, transcripts and next steps from every conversation, on the contact’s record.
One record for the whole team
Import from HubSpot or GoHighLevel, assign an owner, and leave notes the next person will actually see.
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Import your contacts
Bring them in from your CRM or a spreadsheet, or let them arrive from your Funnel forms.
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Cosella researches each one
Background, company and ability to buy are added to every record automatically.
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Open the profile before the call
The rep sees who they’re talking to, what happened last time, and what to aim for on this call.
3.5%close-rate lift in 60 days
“I stopped sitting in on every important call. The team started handling the same objections consistently, and our close rate moved within 60 days.”
Questions about CRM
Do we have to replace our CRM?
No. Import from HubSpot or GoHighLevel and keep using them; Cosella keeps the call-side picture your CRM doesn’t have.
How does Cosella know what a lead can afford?
Cosella’s financial intelligence runs a soft check that doesn’t affect the lead’s credit score. It feeds both the contact’s profile and lead scoring.
Who can see what?
Access levels decide who sees revenue and financial details, so setters and closers see what they need and no more.
Walk into every call prepared.
We look at your funnel and sales calls, find where revenue slips, and show you CRM on your own offer.
Book a call